Our People

Mark & Judy

Mark and Judy had set their trust up on the advice of their lawyer when they purchased their house ten years ago. Mark was a school teacher and Judy a midwife. Their children were now in their...

By Tammy McLeod
issue 107 march 2020

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Rose & Alister

Rose and Alister had both been married before and had children from their previous marriages. However, they had been together for nearly 15 years and considered all of their assets to be joint....

By Tammy McLeod
issue 106 february 2020

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2020, the year of getting uncomfortable…

I hope you had an awesome festive season, have some exciting plans for 2020 and thoughts as to the dreams you can achieve. Maybe your dream is something to do with work, maybe it’s to...

By Cam Calkoen
issue 106 february 2020

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Reflecting on 2019...

It’s now time to farewell 2019 and take the opportunity to stop, smile, and reflect on what stood out and what those moments now represent. What went to plan? What was unexpected? What...

By Cam Calkoen
issue 105 december 2019

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Lou & Thelma

Lou and Thelma were in their early 60s and had just celebrated the arrival of their first grandchild. Their family was close and supportive and they were financially well-off having recently sold...

By Tammy McLeod
issue 105 december 2019

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